Ranked On: 28 March 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Quant Multi Asset Fund -
43.41% 24.05% 28.16% 20.86% 16.97% 45.44% 26.11% 29.69% 21.82% 17.62% % % % %
Uti Multi Asset Fund -
37.16% 17.72% 14.80% 11.13% 10.63% 38.28% 18.71% 15.74% 12.11% 11.52% % % % %
Icici Prudential Multi-A… -
30.80% 22.92% 20.11% 16.00% 15.93% 31.77% 23.74% 20.90% 16.89% 16.83% % % % %
Nippon India Multi Asset… -
30.93% 16.51% % % % 32.59% 18.10% % % % % % % %
Tata Multi Asset Opportu… -
25.27% 15.23% % % % 27.20% 17.20% % % % % % % %
Sbi Multi Assest Allocat… -
27.46% 14.95% 14.76% 11.45% 11.61% 28.59% 15.99% 15.67% 12.43% 12.60% % % % %
Hdfc Multi-Asset Fund -
20.81% 13.88% 14.79% 11.35% 11.14% 22.26% 15.38% 16.16% 12.48% 12.12% % % % %
Axis Triple Advantage Fu… -
16.76% 9.58% 13.10% 10.80% 10.13% 18.00% 11.10% 14.68% 12.22% 11.48% % % % %
Motilal Oswal Multi Asse… -
12.95% 6.50% % % % 14.44% 7.85% % % % % % % %

Return Calculated On: 08 May 2024

Ratios Calculated On: 28 March 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
HDFC Multi-Asset Fund 14497.2 13312.21 53161.2 44831.23 119574.0 88734.66 178323.6 137406.78 345084.0 223017.72 887310.0 441522.72
ICICI Prudential Multi-Asset Fund 15696.0 13958.33 66855.6 50629.9 149976.0 108631.62 237358.8 170848.86 526104.0 297145.8 2026332.0 675776.7
Motilal Oswal Multi Asset Fund 13554.0 12584.78 43484.4 40895.17
Quant Multi Asset Fund 17209.2 15147.0 68724.0 53828.14 207486.0 128008.38 316495.2 215246.72 575412.0 369039.36 1106388.0 703331.28
Nippon India Multi Asset Fund 15711.6 13967.21 56934.0 47917.48
SBI Multi Assest Allocation Fund 15295.2 13639.2 54684.0 46874.45 119430.0 89309.52 179365.2 138020.65 360072.0 224943.0 817938.0 446750.28
Tata Multi Asset Opportunities Fund 15032.4 13552.78 55083.6 46068.84
UTI Multi Asset Fund 16459.2 14401.87 58734.0 50586.84 119634.0 95749.32 175862.4 143679.23 329616.0 228950.64 974358.0 429520.5
Axis Triple Advantage Fund 14011.2 13165.08 47365.2 41725.26 111030.0 80909.58 172174.8 126760.96 315012.0 209162.88

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
HDFC Multi-Asset Fund 14671.2 13399.78 55296.0 45750.74 126882.0 91984.44 191394.0 143934.5 376800.0 236667.36
ICICI Prudential Multi-Asset Fund 15812.4 14019.53 68209.2 51224.54 154962.0 110802.96 250429.2 175780.75 568728.0 310764.12
Motilal Oswal Multi Asset Fund 13732.8 12670.68 45165.6 41699.88
Quant Multi Asset Fund 17452.8 15264.36 72212.4 55255.97 220158.0 133830.9 334454.4 226100.87 608064.0 388620.24
Nippon India Multi Asset Fund 15910.8 14066.78 59292.0 48966.19
SBI Multi Assest Allocation Fund 15430.8 13709.15 56170.8 47568.2 124224.0 91481.4 190755.6 142728.18 393156.0 236680.32
Tata Multi Asset Opportunities Fund 15264.0 13670.09 57949.2 47322.58
UTI Multi Asset Fund 16593.6 14468.92 60224.4 51280.27 124638.0 97982.04 187034.4 148443.71 357144.0 240069.84
Axis Triple Advantage Fund 14160.0 13234.57 49363.2 42542.24 118998.0 84042.96 188319.6 133703.89 355716.0 225520.92

As On: 08 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HDFC Multi-Asset Fund
0.07%
-0.80%
-0.41%
3.77%
12.91%
20.81%
13.88%
14.79%
11.35%
11.14%
11.22%
ICICI Prudential Multi-Asset Fund
0.24%
-0.45%
0.14%
6.29%
17.88%
30.80%
22.92%
20.11%
16.00%
15.93%
17.52%
Motilal Oswal Multi Asset Fund
-0.07%
-0.93%
-1.23%
0.86%
5.02%
12.95%
6.50%
%
%
%
%
Quant Multi Asset Fund
0.55%
-1.62%
-0.34%
8.31%
31.93%
43.41%
24.05%
28.16%
20.86%
16.97%
12.87%
Nippon India Multi Asset Fund
0.33%
-0.78%
0.26%
5.66%
19.39%
30.93%
16.51%
%
%
%
%
SBI Multi Assest Allocation Fund
0.28%
-0.49%
0.76%
4.47%
15.52%
27.46%
14.95%
14.76%
11.45%
11.61%
10.62%
Tata Multi Asset Opportunities Fund
0.33%
-0.85%
-0.10%
4.66%
15.77%
25.27%
15.23%
%
%
%
%
UTI Multi Asset Fund
0.39%
-0.79%
0.23%
6.43%
22.35%
37.16%
17.72%
14.80%
11.13%
10.63%
11.92%
Axis Triple Advantage Fund
0.25%
-0.61%
0.06%
5.86%
12.60%
16.76%
9.58%
13.10%
10.80%
10.13%
%

As On: 08 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HDFC Multi-Asset Fund
0.08%
-0.78%
-0.32%
4.05%
13.56%
22.26%
15.38%
16.16%
12.48%
12.12%
%
ICICI Prudential Multi-Asset Fund
0.24%
-0.43%
0.21%
6.51%
18.35%
31.77%
23.74%
20.90%
16.89%
16.83%
%
Motilal Oswal Multi Asset Fund
-0.06%
-0.91%
-1.14%
1.13%
5.59%
14.44%
7.85%
%
%
%
%
Quant Multi Asset Fund
0.55%
-1.60%
-0.23%
8.64%
32.78%
45.44%
26.11%
29.69%
21.82%
17.62%
%
Nippon India Multi Asset Fund
0.33%
-0.76%
0.36%
5.99%
20.14%
32.59%
18.10%
%
%
%
%
SBI Multi Assest Allocation Fund
0.28%
-0.47%
0.84%
4.72%
16.06%
28.59%
15.99%
15.67%
12.43%
12.60%
%
Tata Multi Asset Opportunities Fund
0.33%
-0.83%
0.02%
5.05%
16.66%
27.20%
17.20%
%
%
%
%
UTI Multi Asset Fund
0.39%
-0.78%
0.32%
6.65%
22.84%
38.28%
18.71%
15.74%
12.11%
11.52%
%
Axis Triple Advantage Fund
0.25%
-0.60%
0.12%
6.02%
13.10%
18.00%
11.10%
14.68%
12.22%
11.48%
%

As On: 08 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
HDFC Multi-Asset Fund
20.84%
14.77%
15.65%
13.81%
11.91%
11.11%
ICICI Prudential Multi-Asset Fund
31.53%
23.44%
23.97%
19.92%
17.26%
16.05%
Motilal Oswal Multi Asset Fund
9.14%
8.45%
%
%
%
%
Quant Multi Asset Fund
51.84%
27.94%
30.86%
26.44%
21.27%
16.51%
Nippon India Multi Asset Fund
31.67%
19.48%
%
%
%
%
SBI Multi Assest Allocation Fund
26.22%
17.91%
15.91%
13.93%
12.07%
11.25%
Tata Multi Asset Opportunities Fund
24.79%
16.68%
%
%
%
%
UTI Multi Asset Fund
39.01%
23.38%
18.75%
15.06%
12.40%
10.79%
Axis Triple Advantage Fund
18.45%
9.82%
11.91%
11.55%
10.70%
%

As On: 08 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
HDFC Multi-Asset Fund
22.28%
16.20%
17.11%
15.11%
13.02%
%
ICICI Prudential Multi-Asset Fund
32.55%
24.29%
24.79%
20.72%
18.09%
%
Motilal Oswal Multi Asset Fund
10.51%
9.78%
%
%
%
%
Quant Multi Asset Fund
53.89%
29.89%
32.75%
27.84%
22.23%
%
Nippon India Multi Asset Fund
33.34%
21.03%
%
%
%
%
SBI Multi Assest Allocation Fund
27.38%
18.95%
16.89%
14.87%
13.02%
%
Tata Multi Asset Opportunities Fund
26.73%
18.59%
%
%
%
%
UTI Multi Asset Fund
40.15%
24.37%
19.70%
15.97%
13.29%
%
Axis Triple Advantage Fund
19.58%
11.15%
13.44%
13.04%
12.12%
%